Mastering the Request for Proposal Process

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March 10 - 11, 2008 | Affinia Manhattan, New York, NY

Monday, March 10th, 2008

12:00	Lunch
1:00	Mastering Strategies Bidding Strategically to Win More Often: Choosing when to bid to maximize resources and increase proposal quality Charles Mckenzie, CEO and CIO,OFI INSTITUTIONAL MANAGEMENT Rising Above the Competition by Differentiating your Firm and RFP Gary Williams, Chief Marketing Officer, DG CAPITAL MANAGEMENT
2:20	Mastering the Process Inside the RFP Review Process: Consultants and plan sponsors deliver insider advice on what they really look for when evaluating RFPs Anthony Lotito, President and CEO, ACCESS HOLDINGS GROUP, LLC Jerry Davis, Chairman of the Board, CITY OF NEW ORLEANS RETIREMENT FUND Chris Paris, Senior Consultant, WATSON WYATT
3:00	Consultant Clinics Bring sample RFP's or critique the proposals of your peers – and find out exactly what these reviewers think! Plus ample Q&A you can't get anywhere else.
3:40	Networking Break
4:00	Building the Team and Enhancing Career Paths for RFP Professionals: Reducing turnover by motivating your team with new challenges and responsibilities Maggie Chandler, ACCESS Monique McLemore, Vice President, Institutional Marketing – Business Development Services, JPMORGAN ASSET MANAGEMENT
4:40	Triumphing over deadline stress by implementing strong internal practices John Pedreros, Marketing Manager, PIONEER INVESTMENTS Lori Penna, RFP Manager, OPPENHEIMER FUNDS
5:30	End of Day 1